For businesses that bill customers on a regular schedule—for subscriptions, retainers, or ongoing services—manually creating invoices each period is inefficient and prone to error. Dappr's recurring invoices feature automates this entire process, ensuring you get paid on time, every time.
A recurring invoice is essentially a subscription template that automatically generates and sends a new invoice to your customer at a frequency you define. This guide explains how to wcreate, manage, and cancel recurring invoices in Dappr Sales.
Managing your recurring invoices
You can view and manage all of your active and past subscriptions from the main billing dashboard.
From the main menu, navigate to Sales, select Billing from the top menu.
Click on the Recurring invoices tab in the sub-menu.
This page displays a list of all your recurring invoice profiles, showing the customer, the amount, the billing interval, and the current status (e.g., Active, Canceled).
To see more details about a specific subscription, click on it in the list. This will take you to its dedicated page, where you can find a summary of the recurring terms, the date of the next scheduled invoice, and a list of all individual invoices that have been previously generated from this subscription.
Canceling a recurring invoice
If a customer cancels their subscription or your retainer agreement ends, you can stop future invoices from being generated.
Navigate to the dedicated page for the recurring invoice you wish to cancel.
In the top-right corner, click the Cancel recurring invoice button. This will stop all future billings but will not affect any invoices that have already been issued.
Create a new recurring invoice
From the Recurring invoices page, click the New recurring invoice button in the top-right corner. This will open the full-screen editor.
Select a Customer and Add Items: Just like creating a regular invoice, you must first select a customer and add one or more line items for the products or services you are billing for.
Define the Schedule: In the "Recurring invoice details" section, set the billing frequency. You can choose from Daily, Weekly, Monthly, Quarterly, or Yearly.
Set the Start Date: You can choose to have the first invoice sent immediately or schedule it to begin on a specific date in the future.
Choose a Billing Method: You have two primary options for how your customer will be billed for each renewal:
Email invoices to customer with link to payment page: At each billing interval, Dappr will automatically generate a new invoice and email it to your customer. They can then pay manually via a secure payment page using the options you enable (Card, ACH Direct Debit, or Wire Transfer).
Automatically charge a payment method on file: This is the most seamless option for subscriptions. If your customer has a saved payment method, Dappr will automatically charge it at each renewal.
Review and activate
Once you have filled out all the details, click the Review and schedule button in the top-right corner.
A final confirmation pop-up will appear. Here, you can add or confirm the email addresses where the invoices and payment confirmations should be sent.
Click the final button to confirm. This button will be labeled:
Save and activate if the first invoice is scheduled to be sent immediately.
Save and schedule if you have chosen a future start date.
That's it! Your recurring invoice is now set up. Dappr will handle the rest, automatically generating and sending invoices according to your schedule. You will be redirected to the recurring invoice's dedicated page, where you can track its progress and see all the invoices it generates over time.